Products & Services

Fidelity Asset Management Services provides estate planning, investment advice, asset management, and insurance services through LPL Financial. We coordinate these varied services through each of our branch offices, managed by Bill McAndrew, Senior Vice President & Tom Regeneski, Asst. Vice President, your personal Wealth Advisors to ensure all aspects of your financial plan are communicating with each other and working in your best interests. We have adopted strategies in an effort to help ensure that not only are your needs met, but also the needs of your children and the succeeding generations, during all aspects of their lives. Your Wealth Advisor will orchestrate your legal documentation and attorney, tax documentation and accountant, asset portfolios and statements, and insurance policies to create a specialized comprehensive and coordinated total wealth management strategy specifically for you, your family, your business and your future generations.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC Insurance productsoffered through LPL Financial or its licensed affiliates. "The investment products sold through LPL Financial are not insured Fidelity Deposit and Discount Bank deposits and are not FDIC insured. These products are not obligations of the Fidelity Deposit and Discount Bank and are not endorsed, recommended or guaranteed by Fidelity Deposit and Discount Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible."

This communication is strictly intended for individuals residing in the state(s) of PA. No offers may be made or accepted from any resident outside the specific states referenced.